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Community Table: Explaining the Process to a New Client The Correct Way
Season 1 · Episode 211

Community Table: Explaining the Process to a New Client The Correct Way

Un-Billable Hour: Business Management Strategies for the Busy Lawyer Around the Community Table

February 10, 202626m 34s

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Show Notes

In this episode’s discussions around the Community Table, explaining to clients what to expect, marketing, and getting your tech up to speed.

 

  • With new clients, take the time to set expectations and explain the process. Assumptions and miscommunication can lead to lower satisfaction when a client’s uninformed expectations don’t meet reality, even with a successful outcome
  • Starting with a clear explanation of the process can lead to more favorable outcomes. Will the case go to trial, our would a settlement be better? How much would one route cost vs. another? Give clients the big picture. Real life is not a television TV drama.
  • Is your marketing attracting the clients you want? Casting the widest net isn’t always the best choice. Explain who you are and what you do honestly. And then live up to those promises. (And for Heaven’s sake, get your tech in order. Clients today expect at least that: Hear the common tech shortfalls that turn clients off.)

 Mentioned in This Episode:

Clio

ClioCon 2026, Oct. 26-27, 2026